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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2001
Wealth Preservation Advisors
Tennessee
$2.66K +$2.67K +34 New
PS
2002
PayPay Securities
Japan
$2.65K -$785 -10 -23%
1IA
2003
1620 Investment Advisors
Massachusetts
$2.58K – – –
NRG
2004
Nemes Rush Group
Michigan
$2.58K – – –
MAFA
2005
MJT & Associates Financial Advisory
Minnesota
$2.11K +$2.12K +27 New
BFS
2006
Bare Financial Services
Pennsylvania
$2.04K +$2.04K +26 New
RCM
2007
Raleigh Capital Management
North Carolina
$1.96K -$68.2K -869 -97%
DFA
2008
DHJJ Financial Advisors
Illinois
$1.58K – – –
CFFP
2009
Center for Financial Planning
Michigan
$1.57K – – –
OCM
2010
Osterweis Capital Management
California
$1.57K +$1.57K +20 New
KB
2011
Kimelman & Baird
New York
$1.49K – – –
CWM
2012
Crowley Wealth Management
Delaware
$1.41K – – –
TC
2013
Trust Company
Kansas
$1.33K +$1.33K +17 New
JFG
2014
JDM Financial Group
Texas
$1.25K – – –
STB
2015
S&T Bank
Pennsylvania
$1.25K +$1.26K +16 New
HHGA
2016
Halbert Hargrove Global Advisors
California
$1.2K +$1.18K +15 New
PPWM
2017
PFG Private Wealth Management
Florida
$1.01K +$1.02K +13 New
PWM
2018
Parkworth Wealth Management
California
$939 – – –
HIA
2019
HFM Investment Advisors
New Jersey
$783 +$785 +10 New
NL
2020
NVWM LLC
Pennsylvania
$626 – – –
Q1WB
2021
Quest 10 Wealth Builders
Virginia
$553 -$2.83K -36 -84%
IHWM
2022
Iron Horse Wealth Management
Iowa
$470 +$471 +6 New
YDMI
2023
Y.D. More Investments
Israel
$443 +$20.3K +259 +14%
AP
2024
Aspect Partners
Virginia
$313 – – –
CIAM
2025
Caitong International Asset Management
Hong Kong
$235 -$238K -3,035 -100%
79 80
81
82 83